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Technology Stocks : Intel Corporation (INTC)
INTC 49.97+2.6%9:37 AM EST

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To: Tony Viola who wrote (140726)8/2/2001 5:02:23 PM
From: Road Walker  Read Replies (2) of 186894
 
Tony,

Good points on Intel's brand v. other consumer products companies. The amazing part is that Coke and those other guys are finished goods manufacturers, Intel has built its brand equity/premium on a component of other manufacturers finished goods. I don't think that has ever been done before.

Not that it can't be overcome. Intel has to stay at the top of their game, or brand equity can become brand liability very quickly. Then there is the "other" business, a defect in the track that could derail a freight train going at full speed.

Intel's former management built an incredible business. Hope Intel's current management protects it.

(BTW, I saw the Barrett interview. I would have liked to see him ignore any reference to AMD or Sanders, and just continued on his arrogant way <g>).

John
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